Brokerage Operations Specialist II

SS&C Technologies; Kansas City (MO); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player in financial services is looking for a detail-oriented Brokerage Operations Specialist II to join their dynamic Alternative Operations team. This role offers a unique opportunity to work in a hybrid model, balancing remote work with in-office collaboration. You'll be responsible for building strong relationships with fund administrators and asset managers while ensuring the accuracy and timeliness of client reports. With an emphasis on professional development and work-life balance, this position is perfect for a motivated individual eager to thrive in a fast-paced environment.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision Insurance

Employee Assistance Program

Parental Leave

Discounts on fitness clubs and travel

Hands-On Training

Business Casual Dress Code

Qualifications

• High School Diploma required; Bachelor's preferred in related fields.
• Proficiency in Microsoft Office, especially Excel and Word.

Responsibilities

• Communicate with fund administrators and issuers effectively.
• Review fund documents and perform data entry for client transactions.

Skills

Attention to Detail

Time Management

Communication Skills

Data Entry

Problem Solving

Education

High School Diploma

Bachelor’s Degree in Accounting, Finance, or Business Administration

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Brokerage Operations Specialist II

Location: Kansas City, MO | Hybrid

Get To Know The Team:

We are seeking a highly motivated, detail-oriented team member to join the Alternative Operations team at SS&C Brokerage Solutions. We are looking for a positive self-starter with excellent decision-making, time management, and communication skills, as well as keen attention to detail. The ideal candidate works well under pressure and has a proven track record of working remotely with little supervision. This role requires building strong relationships with fund administrators, custodians, and asset managers. It offers a great opportunity to gain experience in a rapidly growing segment of the financial services industry.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Celebrating the backgrounds, talents, and experiences of our employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel, and more!

What You Will Do:

• Communicate effectively and develop relationships with fund administrators and issuers
• Review fund documents and perform data entry to track client balances and transactions
• Identify and resolve data reporting discrepancies, escalating issues as needed
• Ensure timeliness, accuracy, and completeness of client reports
• Assist in identifying process improvements
• Develop, implement, and maintain operating procedures
• Perform additional responsibilities based on capacity, skill, and interest

What You Will Bring:

• High School Diploma or equivalent required
• Bachelor’s Degree in Accounting, Finance, Business Administration, or related experience preferred
• Excellent attention to detail, accuracy, and multi-tasking skills
• Proficiency with Word, Excel, and Outlook
• Ability to work independently and in a team environment

Thank you for your interest in SS&C! To explore this opportunity further, please apply through our careers page at www.ssctech.com/careers.

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SS&C will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services unless explicitly requested.

SS&C offers excellent benefits, including health, dental, 401k, and tuition and professional development reimbursement.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate based on race, color, religion, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or other protected classifications.